BJUN
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.6% ·
Aktienfluss +30.0% ·
neue Nettopositionen -5.9%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 2.09M | $101.84M | +1 | −2 |
| Q1 2026 | 18 | 0 | 604.94K | $27.98M | +2 | −2 |
| Q4 2025 | 18 | -1 | 646.75K | $30.23M | — | −1 |
| Q3 2025 | 3 | 0 | 26.42K | $1.21M | — | — |
| Q2 2025 | 1 | 0 | 14.77K | $646,248 | — | — |
| Q1 2025 | 1 | +1 | 7.08K | $286,555 | +1 | — |
| Q3 2024 | 1 | +1 | 14.83K | $603,457 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.36M | +5269.4% | $66.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 149.46K | +2.4% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 149.46K | +2.4% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 119.83K | +15.3% | $5.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 86.60K | +18.0% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 81.70K | +34.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 81.70K | +34.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 79.27K | +106.5% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 63.08K | +29.2% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 39.18K | +23.4% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 36.97K | +80.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 30.57K | +140.8% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 20.93K | 0.0% | $1.02M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 19.22K | +37.4% | $935,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 19.22K | +37.4% | $935,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.88K | -60.7% | $90,980 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.25K | 0.0% | $60,850 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 502 | 0.0% | $24,437 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 68 | 0.0% | $3,310 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 67 | Neu | $3,262 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Northwestern Mutual Wealth… | $3,262 | 0.0% |
Ausgestiegen
| UBS Group AG | $86,771 | war 0.0% |
| Barclays Plc | $1,989 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 79 Inhaber, 1.95M Anteile, $68.73M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.